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Our team

Our experts work together to create an experience that extends an independent advisor’s value proposition.

We understand the advice business. Our team brings together experts from different disciplines who know how to create an exceptional advisor and investor experience.

Managing Director, North Region

Head of North American Intermediary Solutions

Managing Director, West Region

Managing Director, RIA Client Experience

Head of Advisor Marketing

Head of Sales and Experience

Head of Portfolio Management Experience

Executive Vice President, Head of SEI’s Advisor business

Head of Investment Solutions, North American Intermediaries

Head of Practice Management

Managing Director, National Accounts

Managing Director, Central Region

Managing Director, South Region

Managing Director, Custody and Integration

Head of Advisor Service and Operations

Executive Vice President, Head of Global Asset Management

Global Head of Investment Solutions, SEI’s Global Asset Management business

Head of U.S. Asset Management Distribution

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